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Judicial Watch • Stewart Dalzell Financial Disclosure Report for 2008

Stewart Dalzell Financial Disclosure Report for 2008

Stewart Dalzell Financial Disclosure Report for 2008

Page 1: Stewart Dalzell Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Stewart Dalzell, Stewart, Estate, children, Market, 2008, INVESTMENTS, EPA, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructiohS.) Filer's Non-Investment Income 
!ZJ NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[Z] 	NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED GIFTS. (Includes those llJ spouse and dependent children; see pp. 28-31 filing Instructions.) 

NONE (No reportable gifts.) 

VI. LIABILITIES. (Includes those spo11se and dependent children; see pp. 32-33 filing Instructions.) 
[ZJ NONE (No reportable liabilities.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see PP. 1,-60 filing instruction:..) NONE (No reportable income, assets, transactions.) Income Gain Codes: =Sl,000 orleu 1,00 -$2,SOO s$2,SOI -SS,000  o-ss,001 -su.ooo =SIS,001-SSO,OOO  
(See Columns and 04) -sso.001 -s100.ooo sSI00,001-Sl,000,000 -Sl,000,001 -SS,000,000 -More than SS,000,000 Value Codes =SIS,000 orless =SIS,001 -SS0,000  L=SS0,001  $100,000 =SI00,001 -S2S0,000  
(See Columns and 03)  N=S2SO,OO -SS00,000  O=SS00,001-Sl,000,000 =Sl,000,001-SS,000,000 =SS,000,001 -SlS,000,000 =S2S,000,001 -SS0,000,000 =More than SS0,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessmen =Cash Market  
(Sec Column Cl)  U-Book Value  V=Other  W=Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP u-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: SI 0000 orless SI.001 -$2,500 $2,50  S5,000 $5,001-SIS,000 =SIS,001 -$50,000  
(See Columns and 04) -s50,001 -s100,ooo SIOO,OOl -Sl,000,000 =Sl,000,001-SS,OOO,OOO  H2=Morethan SS,000,000 Value Codes  1=$15,000 less =SIS,001  $50,000  L=S50,00l-SIOO,OOO =$100,001. $250,000  
(See Columns and 03) =S2SO,OOI  SS00,000 =SS00,001 -Sl,000,000 =Sl,000,001  SS,000,000  P2=SS,000,001 -S2S,000,000 =$25,000,001  SS0,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) Book Value  V=Other  W=Estimated  

Name Penon Reporting 
Date Report 
 
DalzeU, Stewart 05/0112009 

VII. INVESTMENTS and TRUSTS -income, value, transacdons r1nc1udes those spouse and t1ependent children: see PP 11-60 ft/inc 1nsrructions.J NONE (No reportable income, assets, transactions.) 
DeScrip tion ofAssets 
(inclu ding trust assets) 
Place "(X)" after each asset exemp from ior disclosu 
Bank America Income ring report ing period Gross value end reporting period Transact ions dur ing reporting period  
(I) CodeI (A-H)  (2) Type (e.g., div., rent, inL)  (I) Vaue Code2 (J-P)  (2) Value Method Code3  (I) Type (e.g., buy, sell, redemp tion)  (2) Date Month-Day  (3) Value Code2 (J-P)  (4) Gain CodeI (A-H)  (5) entity private transaction) 

buyer/seller Dividend pt. sell 3/13 partial sale NYSE 
36. Conoco Phillips Dividend 
Int'! Business Machines Dividend 
38. Bank New York Notes Interest buy 5/15 buy market 
Fed. Home Loan Bank Bonds Interest 
40. Federal Farm Credit Bank Notes Interest buy 
buy market 
41. 
Korea Electric Power Corp. Dividend 

42. 
Southwestern Bell Tel. Bonds Interest buy 11126 buy market 

43. 
Fairfax Financial Holdings Dividend 

44. 
Helmerich Payne Dividend 

45. 
Henderson Global Equity Dividend 

46. 
Plum Creek Timber Dividend 

47. 
Chesapeake Energy Dividend pt. sell 10/31 partial sale NYSE 

48. 
Callon Petroleum None sell 12/22 sale NYSE 

50. 
FFCB Bonds Interest 
FHLB Bonds Interest buy 1/23 buy add1 bonds market 
51.  Dow Chemical Notes  Interest  buy  11128  buy market Inco Gain Codes:  ASl,OOOorleJ1 Sl,001 -S2,SOO S2,SO -SS,000 SS,001 -SIS,000 IS,00 -SS0,000  
(See Columns and 04) SS0,001 -SI00,000 SI00,001 -Sl,000,000 Sl,000,001 -SS,000,000 More than ,000,000 Value Codes SI S,000 less =$15,001 -$50,000 =$50,001 -SI00,000 =SI00,001 -$250,000  
(See Columns and DJ) =S2S0,001 -$500,000  o-ssoo,001-s1,ooo,ooo =Sl,000,001 -SS,000,000 -ss.000,001 -s2s,ooo,ooo =S2S,OOO,OOI -SS0,000,000 More than SS0,000,000 Value Method Codes =Appraisal -Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =-Other  W=Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions (lnc1uw those spouse and dependen1 children; see PP 3



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